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Phillips 66
PSX

Overview Fund Activity

1,000 hedge funds and large institutions have $32.2B invested in Phillips 66 in 2013 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 296 increasing their positions, 414 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+91
Holders Change %
+10.01%
% of All Funds
29.04%
Holding in Top 10
25
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+212.5%
% of All Funds
0.73%
New
171
Increased
296
Reduced
414
Closed
69
Calls
$608M
Puts
$505M
Net Calls
+$103M
Net Calls Change
-$130M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
+$181M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M
3
Boston Partners
Boston Partners
Massachusetts
+$151M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$146M
5
WRF
Waddell & Reed Financial
Kansas
+$143M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$159M
2
JHIU
Janus Henderson Investors US
Colorado
-$138M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$137M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$120M
5
Deutsche Bank
Deutsche Bank
Germany
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
751
Emerald Advisers
Pennsylvania
$365K -$165K -2,134 -31%
WCM
752
Westend Capital Management
California
$365K +$365K +4,731 New
PGFC
753
Peapack-Gladstone Financial Corp
New Jersey
$364K -$61.7K -800 -14%
EM
754
Excalibur Management
Massachusetts
$363K – – –
FCH
755
Freestone Capital Holdings
Washington
$360K +$360K +4,676 New
IC
756
InterOcean Capital
Illinois
$357K +$41.2K +533 +13%
BJL
757
Brighton Jones LLC
Washington
$357K +$46.4K +601 +15%
TIA
758
Tiemann Investment Advisors
California
$356K +$356K +4,619 New
Dodge & Cox
759
Dodge & Cox
California
$355K -$38.6K -500 -10%
BWP
760
Baldwin Wealth Partners
Massachusetts
$355K -$26.5K -344 -7%
HH
761
Hilltop Holdings
Texas
$355K +$308 +4 +0.1%
AB
762
Atlas Brown
Kentucky
$351K – – –
LPC
763
Loeb Partners Corp
New York
$344K – – –
MAA
764
Mraz Amerine & Associates
California
$344K – – –
FMBTD
765
First Midwest Bank Trust Division
Illinois
$344K +$25K +325 +8%
LCM
766
LVM Capital Management
Michigan
$343K +$32.8K +425 +11%
BBA
767
BLB&B Advisors
Pennsylvania
$343K +$46.7K +605 +16%
SCA
768
Salient Capital Advisors
Texas
$342K +$342K +4,432 New
DVM
769
Dreman Value Management
Florida
$341K +$34K +441 +11%
GA
770
Geneva Advisors
Illinois
$338K -$61.6K -800 -15%
PTC
771
Private Trust Company
Ohio
$338K -$2.7K -35 -0.8%
PFS
772
Prospera Financial Services
Texas
$337K -$72.6K -942 -18%
BHA
773
Beech Hill Advisors
New York
$337K -$46.2K -600 -12%
RGC
774
Roberts, Glore & Co
Illinois
$336K -$30.8K -400 -8%
EWA
775
EP Wealth Advisors
California
$336K -$23.5K -305 -7%
29 30
31
32 33